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TOEN.TA$1903.00+1.01%
Fair $1903.00+0.0%

TOEN.TA

Tomer Energy Royalties (2012) Ltd

Energy / Oil & Gas E&PTel Aviv

$1903.00

+19.00 (+1.01%)

Fairly Valued+0.0%Fair Value $1903.00Fund rank 30/100 · Data gapFallback financials|
SA 22/D
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $11.3M · quality 45.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

22/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · TOEN.TALocal privado en este navegador · Tomer Energy Royalties (2012) Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$381M

P/E

23.2x

↑

EV/EBITDA

2858.3x

↑

ROE

5.9%

↑

Gross Margin

36.5%

↑

Debt/Equity

0.71

↑
52-Week Range$1903
$1559$2633

TradingView lightweight chart

TOEN.TA price, volumen y niveles de valoración

Último $1,903Periodo +76.0%
Fair value: $1,903

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.7%

FCF CAGR

-0.5%

FCF margin

52.6%

FCF / Net income

2.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.2M · net income $5.4M · FCF $13.7M

2022-FY → 2025-FY

Gross margin

36.5%-12.8% pts

Operating margin

31.6%-13.4% pts

Net margin

20.7%+10.0% pts

FCF margin

52.6%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.2M$26.2M$27.3M$22.8M$24.1M
Net Income$5.4M$5.4M$2.6M$4.6M$2.6M
EBITDA$13.3M$13.3M$13.3M$14.5M$16.1M
EPS——0.130.230.13
Gross Margin36.5%36.5%31.3%45.7%49.3%
Operating Margin31.6%31.6%26.5%40.4%45.0%
Net Margin20.7%20.7%9.6%20.4%10.7%
Balance Sheet
Debt/Equity0.710.710.790.57—
Current Ratio0.480.48———
Cash Flow
Free Cash Flow$13.7M$13.7M$-8.8M$11.3M$13.9M
Returns
ROE5.9%5.9%2.8%4.7%—
Valuation
P/E23.2123.2113961.546217.396272.31
EV/EBITDA2858.332858.332742.131969.711015.37
P/B411.48411.48385.87288.98—
Growth & Yield
Revenue Growth-4.1%-4.1%19.7%-5.6%—
EPS Growth——-43.5%76.9%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -4.9%

Total return

-4.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.13 → n/d

Residual

-10.8%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term-10.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.